The Chinchilla Picking Podcast

The 2/10 yield curve inversion has predicted a recession each time it has happened with a 1 to 2 year spread usually between the inversion and a recession for the past 50 years. Why Brandon bought Fed Ex today despite the yield curve inversion.  Meta's CFO gave a brief but important update on Meta's Apple privacy headwind and on Reels.  Berkshire doubled down on HP.  Walmart is goin...

BONDS ARE STILL DEAD and they’ve had one of their worst quarters in 157 years. $RH’s conference call was a roller coaster. Is it still a buy? We discuss the odd and controversial 4th quarter earnings confrence call. Biden is releasing 1,000,000 barrels of oil from US reserves per day for the next six months. Is it enough to curb inflation? We dive into GameStop’s stock split that virtually guarant...

$KULR has signed two new government contracts Dave is still holding Nvidia, we put this in the same category as Apple. Stop trading it, buy it on dips and own it. Berkshire Hathaway made their first acquisition since 2016 and it was of a company you may not have heard of UNLESS YOU’RE A REGULAR LISTENER. We called Alleghany a buy back on November 13th, was Buffett listening???? Rhetorical question...

Intel is building plants and increasing investments in Germany and in the United States. Dave is long here. Dave says buy NVIDIA on weakness and short term market negativity. Walmart is creating a cyber security division. The ten year yield has been hitting 52 week highs while investors have sold off banks on Russia/Ukraine fears. Is now the time to go shopping in this sector? Tickers mentioned in...

Credit card expenditures are flat so far for the year, what can we take away from that? Should the war in Ukraine and the recent market moves influence the Fed to be more dovish? Is Meta Platforms ($FB) still a buy? Dave and Brandon discuss this. We are 1 year into this podcast now so we go over some of our winners and some of our losers. Carl Icahn sold Occidental Petroleum the same week that War...

Throw the market efficiency theory in the trash. I review the latest Berkshire Hathaway letter to shareholders.  Dave owes me Montgomery Inn for dinner, via Door Dash because I don't want to have to socialize.  Is now the time to start dipping into long term investments? Why did oil dip today?

RH is down 18.75% over the past twelve months. Is it a buy? Dave is testing a new crypto service. Dave discusses the impact of the Ukrainian crises. 

In this mini episode I dive into the most recent and very important memo from Oaktree Capital Management's Co-Founder, Howard Marks on the irrational reasons most investors use to sell their positions. 

What are the effects of the Ukraine crises on the American economy? What causes market anxiety and how to combat it Are you taking on too much risk? UPS and FedEx are direct competitors in the same industry, but their stock performance tells us two totally different stories. What's behind these moves? What is the future of oil? Is it A. Blinken, Abe Lincoln, or "Hey, Blinken!"? Link to the memo by...

Given the drop in oil on Friday I created some positions I explain my thoughts as why and give a quick review of opening a crypto.com account.

Dave says buy NVIDIA on the back of their recent earnings report. Dave asks if the new competition in the EV market is the end of Tesla’s phenomenal stock run. Brandon talks about retail in 2022 and beyond and says buy companies like Cisco that are revolutionizing the retail landscape and gives a list of other companies to watch. We dive in to Cisco’s Q2 earnings. Dave gives an update on his calls...

Brandon says now is not the time for new investors to get involved in stocks and Dave disagrees. What situations might arise from the trends of the yield curves, and what to take away from these possibilities. How will this cycle end? Stagflation or a run of the mill recession? Dave warns about the perils of getting into NFTs late in the game and talks about how NFTs have been investigated for sec...

$FB dropped 26% after earnings, representing the largest drop in market cap in US stock market history. Was it an over reaction? Dave tells us how to play geopolitical uncertainties. 

Dave updates us on Intel’s and Tesla’s Q4 earnings. Intel is building a plant in Ohio, what does this mean for their future earnings? Are chips cyclical still? Was the drop in Netflix an overreaction? A famous investor has put his money on the line and bought 3.1 million shares since Friday. Will the fed raise rates 4 times this year? Will this cause a debt crises? JP Morgan says the rise in inter...

In this episode we talk about the new market environment and what's working, not working, and why. We discuss Netflix's drop, Microsoft's acquisition of Activision and why I think Take-Two could be another target. We also talk about Delta's earnings and P&G earnings. Also, Dave calls Tesla a buy and Brandon disagrees.  Tickers mentioned in this episode:  $TSLA, $DAL, $MSFT, $NFLX, $R...

This is just a quick breaktime listen. I cover my bad call on RIOT my good call on RIG and my future call on Tesla. Fed news and what that means for the housing market. 

We have a returning guest speaker as Brandon is out on vacation. Nick Young is back and we talked about Oil, Airlines and 2022 future outlook. It was a great conversation. 

Why Brandon thinks SPACs are a bad idea for investors Going into an environment of Fed rate hikes and continued high inflation Brandon says stay away from high growth/no earnings tech stocks Brandon says tentatively buy Cerner with about a 5% risk premium to Oracle’s buyout price and then once the Cerner shareholders approve the deal to buy more. As shareholder lawsuits come in and regulatory pres...

Characteristics of the market cycle Comparing certain assets and our market today to the Tulip bubble of Amsterdam in the 17th century Where are we in the market cycle? What is the cause of the boom/bust cycle? What are the symptoms? Will bitcoin survive the next recession? Dave and I (Brandon) have probably the most thought provoking discussion ever on this show on where crypto currency fits into...

Our competition with The Money Vikings is over and Mark is on the show to give us his testimonial. Mark Stanelle gives us our results and tells us what he’s learned and how we performed. I give an update on the Omicron Scare Buy List from last weekend. Inflation is not going away. We discuss why. I give my pick for the possible increase in interest rates that SHOULD be coming. Dave remembers Pearl...

Dave gives an important update on $KULR Brandon gives his Omicron scare buy list Powell says it’s time to retire the word “transitory” Why the fed hiking rates sooner rather than later would be good news Why this omicron variant is probably a gift to the tech sector Tickers mentioned: $KULR, $AAPL, $NFLX, $DKS, $FB, $PG, $DIS, $BRK.A, $BRK.B

Both Best Buy ($BBY) and Dick’s ($DKS) released earnings and beat on both the top and bottom lines. However, both stocks dropped today. What were the reasons? Was the move in these stocks warranted? We dive into the numbers and the catalysts. Why was oil supply so low throughout this year? Why weren’t rig counts rising? What opportunities have been created by rising oil prices? Tickers mentioned i...

Retail sales are up, but…what’s the real story here? Dave and Brandon dive deep into the numbers to find what the real story is. There’s much more to this story… Does the Federal Reserve have any credibility left? We talk about Walmart’s ($WMT) recent earnings report. What’s behind GE’s ($GE) announcement to breakup? Link to article from Barron’s on GE’s coming breakup: https://www.barrons.com/art...

What’s the holiday shopping season going to be like? Are we pulling holiday shopping demand forward? Is the holiday season already priced in to the retail sector? More thoughts on how to play the Metaverse Dave gives updates on $RIOT Most Youtube traders are the equivalent of modern day “Ms. Cleos”. Perverse incentives provided by the federal reserve’s morgtage backed security buying program Side...

Our thoughts on the infrastructure sector after the infrastructure bill passed. Update on $J and $BLNK.  Updates on $NVDA, $TSM and semiconductors.